# Leads

Search and filter every lead in your workspace, and open a lead to see its application, calls and payments.

Leads lists everyone in your pipeline. Open a lead to see everything PYLO holds about that person. Every member of the workspace can open it.

## The list

The cards at the top show **Total leads**, **Qualified leads** (qualified and not yet closed) and **Lead to call rate** (leads with a booking over all leads). **Pipeline value** is not calculated yet.

Use the filter bar to search by name or email, filter by source and by lead quality stars, pick a status and choose **Newest first** or **Oldest first**, then click **Apply filters**. **Clear** removes them. Below the table you get leads by weekday and a split of where leads come from.

Owners, admins and ops can edit or delete a lead from its row, and see **Import**, which opens [Import](/docs/settings/import). On the **Pro** plan you can also export the list.

## How status is decided

A lead's status comes from its calls first:

- If any call ended closed won or deposit, the lead is **Closed**.
- Otherwise the most recent call outcome decides: **Pitched, no close**, **No Show**, **Disqualified** (including no pitch DQ), **Cancelled** or **Rescheduled**.
- With no call outcomes, the status stored on the lead is used, such as Applied, Qualified, Call Booked or Confirmed.

## A lead's page

The header shows the lead's name, status, contact details, closer and **Deal value** (the total of their payment plan). **View in Close** appears when the lead is linked to Close. There are four tabs.

**Application** shows lead info (source, closer, offer, dates and time to close), UTM attribution, email and community activity, the application answers and pre-call notes. You can also:

- rate **Lead quality** from one to five stars
- record the **Contract / agreement** status
- tick off the **Nurture checklist** and write **Setter notes**, which closers and managers can read
- **Record callback** when you promise to call someone back, which also puts a **Call back** task on your [tasks](/docs/features/tasks) for that time

**Timeline** is everything that happened to the lead, newest first: calls and bookings, dials and their outcomes, texts, emails and WhatsApp messages sent (by a rep, a workflow or a broadcast) and the lead's replies, calls from the dialer and voicemails left, form submissions, payments, notes, stage moves, mentions in team chat, workflow enrollments, tasks done and routing. The chips at the top narrow it to some kinds, and **Show older** reads further back. A text or email shows its status and subject only; open the conversation for its words. A call PYLO recorded shows its recording under the call itself, with a link to the notes and transcript, when you are someone who may open that recording. Beside it are the lead's **Notes**, where **Mention someone** lets a teammate know (they get a notification that a teammate mentioned them, which never names the lead) and the pin keeps a note on top, and the lead's **Tasks**.

**Calls & PCF** lists each call with its outcome, closer, setter and what the closer entered on the post-call form: cash collected, revenue, payment method, call rating and lead quality. It also shows recordings, notes and why the deal did not close. **What was said** lets you paste a transcript and click **Read with PYLO** for a summary, objections and action items. Owners, admins and ops can add a scored **Call review**.

**Payments** shows **Total contracted**, **Total collected** and **Outstanding**, then each instalment with its status. A pending instalment shows **Due today** or **Overdue** with the number of days. Refunded payments show as **Refunded** or **Partly refunded**.

## Who can mark a payment paid

On the Payments tab, owners, admins and ops can mark any pending instalment paid or send a payment link. Closers and setters can do so only for their own attributed instalments. For every instalment at once, see [Payments](/docs/features/payments).

## Common questions

**Why is Lead to call rate or a status count missing?** The list loads up to 5,000 leads. When more match your filters, PYLO leaves out figures it would have to work out from part of the list.

## What the figures mean

Each explanation below is generated from PYLO's metric registry, the same source Ask PYLO and Claude quote from, so the docs and their answers always agree.

### Nurture checklist

#### Nurture steps

Steps on this lead's nurture sequence, completed or not.

#### Nurture steps completed

Steps on this lead's nurture sequence marked completed.